
Sinica Podcast Brookings' Patricia Kim Takes Stock of Trump's Second-Term China Policy
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Feb 11, 2026 Patricia Kim, a Brookings fellow studying U.S. policy toward China and the Asia-Pacific, brings data-driven analysis to heated debates. She examines Trump's surprisingly consistent China aims, the limits of reindustrialization and tariffs, technology and AI competition, supply-chain de-risking, and the erosion of diplomatic and military ties. Short, sharp takes that cut through rhetoric to what is actually happening.
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Consistency Without A Formal Strategy
- The Trump administration lacks a single formal China strategy but maintains consistent objectives like reindustrialization and tech leadership.
- These goals mirror bipartisan priorities, differing mainly in tools and execution rather than ends.
Tariffs Without A Manufacturing Boom
- Tariffs dominate the administration's industrial policy but measurable manufacturing revival is absent in core indicators.
- Manufacturing employment fell and construction plateaued, undermining claims of a U.S. manufacturing resurgence.
Policy Volatility Undermines Reshoring
- Tariff volatility and policy uncertainty deter long-term factory investment and push firms to delay or relocate plans.
- Firms face higher input costs and unpredictable rules, so many scale back or seek alternatives outside the U.S.




